B. Riley Wealth Advisors, Inc.
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1464811
MEMPHIS, TN
All Filings in OAKM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $220,520 | 8,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 OAKM | $228,723 | 8,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 OAKM | $215,980 | 8,065 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 OAKM | $205,440 | 8,000 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||